A plan for today, tomorrow and generations to come

Paducah-KY

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jamey Headshot 2023

    Jamey Brown

    Managing Director–Wealth Management

    Branch Manager

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    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      5120 Village Square Drive
      Paducah, KY 42001
    • Daniel Headshot 2023

      Daniel Brown

      Senior Vice President–Wealth Management

      Financial Advisor

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      • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        5120 Village Square Drive
        Paducah, KY 42001
      • Steve Headshot 2023

        Steven Kelsey, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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            • Chartered Retirement Planning Counselor℠
            5120 Village Square Drive
            Paducah, KY 42001
          • Lydia Headshot 2023

            Lydia May

            First Vice President–Wealth Management

            Financial Advisor

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            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • CERTIFIED FINANCIAL PLANNER™
              5120 Village Square Drive
              Paducah, KY 42001
            • Paula Bright Connell

              Paula Bright Connell

              Senior Vice President–Wealth Management

              Financial Advisor

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              • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
              • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
              • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                • Certified Exit Planning Advisor
                • CERTIFIED FINANCIAL PLANNER™
                5120 Village Square Drive
                Paducah, KY 42001
              • Wendy Kester

                Wendy Kester

                Vice President–Wealth Management

                Financial Advisor

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                    • Certified Exit Planning Advisor
                    • CERTIFIED FINANCIAL PLANNER™
                    5120 Village Square Drive
                    Paducah, KY 42001

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                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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